Summit Wealth Group’s VanEck Oil Services ETF OIH Stock Holding History

Summit Wealth Group’s Portfolio OIH Stock Details OIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-31,870	Closed	–	–	204
2023 Q1	$0	Buy	+31,870	New	+$9.75M	﹤0.01%	231

Other funds holding OIH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BPCE

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $4.69B AUM 24.1% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Summit Wealth Group's OIH Position: Q2 2023 in Review

Summit Wealth Group sold out of VanEck Oil Services ETF (OIH) in Q2 2023, closing a stake of 31,870 shares.

Summit Wealth Group first reported a position in OIH in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 240 funds tracked by Wall St. Rank hold OIH as of Q2 2023.

Summit Wealth Group reported no remaining VanEck Oil Services ETF position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 31,870 VanEck Oil Services ETF shares in Q2 2023.
Summit Wealth Group first reported a position in VanEck Oil Services ETF in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's VanEck Oil Services ETF position peaked at $0 in Q1 2023.
240 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.